Balasa Dinverno & Foltz LLC Ishares Msci Usa Momentum Fact Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 607,603 shares of MTUM stock, worth $123 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
607,603
Previous 596,554
1.85%
Holding current value
$123 Million
Previous $81.4 Million
2.03%
% of portfolio
5.03%
Previous 5.12%
Shares
21 transactions
Others Institutions Holding MTUM
# of Institutions
948Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.55 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.4 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$561 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$484 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$444 Million0.03% of portfolio